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Canvas Wealth Advisors’s Procter & Gamble PG Stock Holding History

Canvas Wealth Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374K Buy
2,548
+173
+7% +$25.2K 0.05% 169
2026
Q1 		$343K Sell
2,375
-61
-3% -$9.25K 0.06% 164
2025
Q4 		$349K Buy
2,436
+642
+36% +$94.7K 0.06% 143
2025
Q3 		$273K Sell
1,794
-361
-17% -$56.4K 0.05% 165
2025
Q2 		$339K Sell
2,155
-576
-21% -$94K 0.07% 134
2025
Q1 		$459K Buy
2,731
+256
+10% +$42.9K 0.12% 105
2024
Q4 		$415K Sell
2,475
-272
-10% -$46.3K 0.1% 108
2024
Q3 		$476K Buy
2,747
+1,235
+82% +$210K 0.13% 95
2024
Q2 		$245K Buy
1,512
+186
+14% +$30.4K 0.08% 127
2024
Q1 		$208K Sell
1,326
-183
-12% -$28.7K 0.07% 141
2023
Q4 		$227K Buy
+1,509
New +$223K 0.08% 116
2023
Q3 		– Sell
-1,469
Closed -$225K – 129
2023
Q2 		$225K Sell
1,469
-194
-12% -$29.2K 0.08% 121
2023
Q1 		$260K Sell
1,663
-324
-16% -$46.3K 0.11% 119
2022
Q4 		$291K Buy
1,987
+366
+23% +$51.3K 0.12% 114
2022
Q3 		$214K Sell
1,621
-710
-30% -$101K 0.09% 118
2022
Q2 		$335K Buy
2,331
+28
+1% +$4.21K 0.13% 93
2022
Q1 		$360K Sell
2,303
-1,453
-39% -$227K 0.13% 109
2021
Q4 		$614K Sell
3,756
-259
-6% -$38.5K 0.22% 82
2021
Q3 		$561K Buy
4,015
+530
+15% +$75.1K 0.23% 75
2021
Q2 		$470K Buy
3,485
+112
+3% +$15.2K 0.21% 79
2021
Q1 		$462K Buy
+3,373
New +$440K 0.27% 70

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Canvas Wealth Advisors's PG Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Procter & Gamble (PG) stake by 7.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 2,548 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #169.

Canvas Wealth Advisors first reported a position in PG in Q1 2021 and has held it in 21 quarters since. The position peaked at $614K in Q4 2021. 861 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Canvas Wealth Advisors held 2,548 shares of Procter & Gamble worth $374K as of Q2 2026.
  • Canvas Wealth Advisors bought 173 Procter & Gamble shares in Q2 2026, an estimated $25.2K.
  • Procter & Gamble made up 0.05% of Canvas Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Canvas Wealth Advisors first reported a position in Procter & Gamble in Q1 2021 and has held it in 21 quarters since.
  • Canvas Wealth Advisors's Procter & Gamble position peaked at $614K in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.